Gato Consulting | Business Valuations & Strategic Advisory in Upstate NY

Clarity on Value

Strategy 4 Action

Independent, credentialed valuations and exit planning for business owners, attorneys, and CPAs across Upstate New York.

The Foundation of Every Major Business Decision

A business is often an owner’s largest financial asset, yet its true value is frequently misunderstood. Whether you are navigating a legal dispute, filing with the IRS, reviewing your Strategy, or preparing for a once-in-a-lifetime exit, you need more than an estimate—a certified Business Valuation, also known as Business Appraisal, will help you move forward with confidence.

Our Core Service Pillars

Certified Business Valuations - Find your Company's Value

As a Certified Valuation Analyst (CVA), I provide “Audit-Ready” reports for:

Tax Compliance: Estate & Gift Tax (Form 706/709) and 409A.
Litigation Support: Shareholder disputes and Marital Dissolution.
Transaction Strategy: M&A, Buy-ins, and SBA Financing.

Explore here 14 Valuation Purposes

Advisory - Increase Your Company's Value

Value isn’t static. We help owners identify “Value Gaps” and build a roadmap to a successful transition.

- Strategy: With a trilogy of proprietary Strategy Frameworks under the umbrella of Strategy4Action, we help leaders define or redefine a Company’s Strategy and bring it into action.
- Mergers & Acquisitions: The natural sequence to exit Planning; with over two decades of M&A experience, I help companies from identifying their goals, finding buyers or targets, doing due diligence, and through deal completion and stabilization.
- Fractional Financial Services: Providing Fractional CFO and Financial Planning Advisory (FP&A).
- Sales & Marketing: Luis V. Gato’s involvement in S&M started in 2009, and he has served as U.S. Representative of Malag USA since 2016

Explore Advisory Services

What sets valuations apart

Certified & Standards-Driven

Real Transaction & Continuous Valuation Experience

Independent Peer Review on Every Engagement

Powered by Institutional-Grade Databases

Court-Ready Work

Guaranteed Timelines - or you pay less

A Valuation you can Trust • A Report you can defend • A process that follows your timeline

A Rigorous, Defensible Valuation Process

A defensible valuation requires a structured and disciplined approach. Each engagement follows a consistent process designed to ensure accuracy, transparency, and reliability. Our process follows the steps below; see more details here on the seven steps of our Business Appraisals.

1. Information Request & Secure Data Intake

2. Site Visit and Business Review

3. Financial, Economic, and Industry Analysis

4. Application of Valuation Approaches (Market, Income, Asset) and Discounts

5. Independent Peer Review

6. Draft Review with Client

7. Final Written Report Tailored to Your Audience and Needs

In Litigation Engagements, we provide adequate support to attorneys and clients throughout the process, including being an Expert Witness in Court.

Gato Consulting follows the Professional, Development, and Reporting Standards of the National Association of Certified Valuators and Analysts (NACVA).

Areas Served

We serve Upstate NY in the following areas:

Central NY
Mohawk Valley
The Capital Region
The Northern Country
The Southern Tier
Western NY (Rochester Area)

Business Valuations & Advisory